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The Sunday Brief: Same as it ever was (3Q earnings preview—part 2)

“Welcome to the fourth quarter” greetings from Florida, Georgia, Virginia, and Missouri (picture is of the Atlantic Ocean from Virginia Beach the morning after Tropical Storm Ophelia – the ocean was still churning).  The Patterson Advisory Group “back in business” tour is in full...

Kagan: Could Generative AI be next growth wave for IBM watson.ai?

Sixty-four percent of surveyed CEOs face pressure to adopt Generative AI Artificial Intelligence has been with us in various forms for decades. A decade ago, IBM Watson seemed to have a lock on AI with this new technology. Then, it all slipped through their fingers...

European policies for competition and growth in ICT through regulation of Big Tech, network operators and standard-essential technology licensing

Big Tech companies have profited greatly from dominant market positions while riding largely for free over the top of fixed and mobile telecom networks and devices. The entire Information and Communications Technologies (ICT) ecosystem is enabled by a variety of interoperability technologies including 5G...

Kagan: MAMA 2023 Annual Conference shows emergency services upgrade

Personal Emergency Response System or PERS, and Connected Health are being upgraded, says the MAMA 2023 Annual Conference, which was recently held in New Orleans. This was the Medical Alert Monitoring Association 16thannual event highlighting the importance and focus on upgrading emergency services systems...

Kagan: Huawei finds new ways to survive with Mate 60 Pro and 5G

Huawei grows with Mate 60 Pro smartphone, 5G chips and HarmonyOS As the old saying goes, there is more than one way to skin a cat. The United States tried to stop China from monitoring US communications by blocking Huawei from America wireless networks and...

Kagan: Betacom helps US Cellular provide private wireless services

Private wireless is a relatively new space and now it is evolving to the next level. US Cellular just announced they are partnering with Betacom to deliver private wireless service to their enterprise and business customers. Partnering is a quicker and easier way for...

The Sunday Brief: Same as it ever was (3Q earnings preview—Part 1)?

Mid-September greetings from Missouri, where fall is beginning to break out.  The close of the Royals season is coming soon (opening pic), football is back (although the Chiefs’ opening game left much to be desired) as well as apple cider, pumpkins, and the new...

Kagan: How Qualcomm is dealing with growing China problem

Bloomberg has reported that Qualcomm has just suffered another significant stock decline. They have in fact been struggling for several different reasons over the past several years. The good news is, they remain one of the few leaders in the smartphone chip market, worldwide....

The Sunday Brief: Labor Day edition—what makes Comcast and T-Mobile US great?

Labor Day weekend greetings from Louisiana, Texas and Missouri.  Pictured is the Venture Global LNG plant in Cameron, Louisiana.  Over the last two years, we’ve passed by many times and continue to be amazed at the scale of their operation.  This week’s Labor Day edition...

Kagan: Is cutting 5,000 jobs the start of T-Mobile US slowdown?

After watching T-Mobile US emerge from its cocoon over the past decade, and after promising to create even more jobs and growth, suddenly they have announced they’ll be cutting 5,000 jobs. That is very confusing news to many investors and customers who are now...

Kagan: Wireless industry shifting from consumer to business services

The wireless industry continues to grow and to change. Yesterday, the focus was on the consumer wireless marketplace. As that sector slows, to continue to show growth for the investor, wireless focus is shifting and expanding. The new sectors are areas like business services,...

Kagan: Huawei, Nokia, ZTE show growth in 5G wireless

A strange thing seems to be happening in the wireless and chip industry. Some players seem to be doing better than others. Huawei, Nokia and ZTE are showing growth, while Qualcomm, Ericsson and Samsung seem to be showing struggle. So, let’s pull the camera...

What are the major 5G consumer and enterprise developments in China? (Analyst Angle)

China has successfully established itself as a global leader of 5G deployments. In the past two years, 5G user penetration in China has jumped from 18% to 36%. Similarly, China’s 5G subscriber base stands at 1.2 billion as of 1Q 2023, with the three...

Kagan: Emergency Services transition from voice to data

Just like everything else in our world, 9-1-1 Emergency Services are rapidly moving from voice to data. Yesterday, it was a big job simply connecting every landline to the emergency network to report an emergency like fire, medical or police. Back then there were...

Kagan: VMware Private Mobile Network choses Betacom, Federated, Boingo

Congratulations to Betacom, Federated Wireless and Boingo Wireless as VMware just announced they selected these three as service providers for their Private Mobile Network. VMware is focused on accelerating the digital transformation as an enterprise first, fully managed private wireless service. Private wireless is...

The Sunday Brief: He said, he said (Part 2)

Greetings from Louisiana, Texas, Nebraska and Missouri. Pictured are several of my colleagues and various city and civic officials cutting the ribbon in Nevada, Missouri. This represents the fifth new Fastwyre market launch in the Show-Me state in 2023 and the eighth overall. Kudos to the...

Kagan: Which is best choice; Verizon, T-Mobile US, AT&T or reseller?

How do users find the best wireless carrier and plan? It depends on what you are looking for. Let’s take a closer look at the choices users have today. At the difference in cost and what you get for your dollar by doing business...

Kagan: AT&T and AT&T Mobility are losing perception battle

Perception is an important piece of the puzzle for every successful company. It is vital to communicate your story so investors, customers, the media, regulators, and in fact, everyone perceive the company as growing, moving in the right direction and doing the right thing....

5G FWA mmWave: A revenue game changer for telcos (Analyst Angle)

mmWave infrastructure deployments are starting to gain traction as operators increasingly recognize the technology’s high-speed data throughput and low-latency capabilities. One standout application is 5G FWA mmWave, a promising alternative to traditional fixed line broadband. Although initial drawbacks have limited mmWave deployment, advancements in...

Kagan: The FCC wants to jump-start wireless 5G TV growth

We all know how Cable TV is on the decline. It is slowly switching over to other technologies including wireless pay TV. In recent years, we have seen AT&T, T-Mobile and Verizon try to deliver pay TV wirelessly. However, these early efforts have not...

Kagan: Frontier Communications shows growth in Business Services

Frontier Communications has been facing pressure to show growth for several years. While they still face that pressure, when it comes to business services, they seem to be doing something right. Frontier Business is showing growth, and that may be where they will continue...

The use of E-Band for backhaul, a key ingredient for successful 5G & beyond (Analyst Angle)

Across the globe, 5G deployments are ramping up rapidly. According to Global System for Mobile Communications Association (GSMA) intelligence, there were more than 220 5G networks deployed as of the end of 2022, with over 30 countries expected to launch 5G services in 2023....

Kagan: Huawei Pangu-Weather Model uses AI to improve global forecasting

The Huawei Pangu-Weather Model uses artificial intelligence to improve global weather forecasting. It is now used in the ECMWF, which is the European Center for Medium-Range Weather Forecasts website. Global weather forecasters, meteorologists, weather enthusiasts and the general public can now view the Pangu-Weather...

The Sunday Brief: He said, he said (Part 1)

Greetings from Louisiana, Texas, Nebraska, Missouri, and Minneapolis, Minnesota, the home of this year’s Independent Show.  Pictured are Sally Daniels from the National Content & Technology Cooperative (NCTC), Steve Leavitt from Connectbase, and Jim.  The NCTC Connectivity Exchange creates a selling consortium of smaller broadband...